One of the most important components of any successful advisory relationship is truly understanding who you are as a person. We want to understand your personal definition of financial success so we can work with you to prioritize goals. As we get to know you, we look at your specific values, time horizon, income and liquidity needs, and ability and willingness to take risks. As we learn more about you through Discovery, we’ll determine how we can provide real value to you. We will invite you to a second ‘Goal Planning’ meeting, in which we’ll collaborate to lay the groundwork for your own customized financial plan.
Discover. Plan. Grow: The Elevate Wealth Advisory Process
One of the most important components of any successful advisory relationship is truly understanding who you are as a person. That is why we focus on what is most important to you, both financially and personally.